Plan Ledger DOL Form 5500 · updated monthly

Goodwill Industries of the Valleys, Inc.benefits

Goodwill Industries of the Valleys Employee Health & Welfare Plan · ROANOKE, VA · plan year 2024

Previously filed as Goodwill Industries of the Valleys, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2024
$145,564

Goodwill Industries of the Valleys, Inc.'s benefits plans covered 815 active participants in 2024, providing health · dental · vision. Insurance premiums totaled $110,883. Insurance brokers and agents were paid $145,564 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 131.3% of premiums. That is $179 per covered person, below the median for employer plans that report broker pay. Broker pay fell 5.8% from $154,451 in 2023.

Insurance contracts · 202410
DELTA DENTAL OF VIRGINIA · dental$111K · 367 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 72 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 274 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 928 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 512 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 78 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 137 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 78 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 146 covered
Brokers & agents paid · 20244
EA LEGACY LLC$3,679 · incl $3,679 fees
ROGER BOUCHARD INSURANCE INC$4,832 · incl $1,916 fees
BUSINESS SOLUTIONS INC$53,188 · incl $39,203 fees
MARSH & MCLENNAN AGENCY LLC$83,865 · incl $72,995 fees
Also brokered by Ea Legacy LLC5
Eah, Inc. CA$17,509

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 540884014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.